LIBERTY WEALTH MANAGEMENT LLC's ownership history for JEPI

LIBERTY WEALTH MANAGEMENT LLC currently holds 6.5K shares with a market value of $370.1K. It started holding JEPI on 2025-09-30. At its peak, it held 7.5K shares on 2025-09-30. Its highest holding value was $429.8K on 2025-09-30. At its lowest, it held 6.5K shares on 2026-03-31, with a value of $370.1K on 2026-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 997.